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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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Depository

We look at what is a depository and what role they play in keeping markets work.
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Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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